It is necessary to create a common property for each deal that gives information about the Actual deal stage
When a deal moves from one stage to another, this triggers the WF and allows you to calculate the difference between today’s date and the date of entry into the current stage of the deal;
You can save this for future analysis by creating a simple WF copying the data into new properties, which you must create.
The Hubspot gang refuses to make this happen. I’ve been a customer for 2.5 years and still no progress. No customer should have to do any workarounds to extract a metric that is already being captured in the background. Come on Hubspot! Don’t make me switch to SF!
I have found a workaround using workflows. Create 3 custom fields in Deals:
1) ‘today’s date’
2) ‘date entered current stage’
3) ‘time in current stage’
Add a series of workflows as follows:
1) updates ‘date entered current stage’ field when the stage is changed
2) daily schedule 3am that updates ‘today’s date’ field
3) daily schedule 4am that calculates difference between above fields and populates ‘time in current stage’
Seems to work OK. Have then extended that with additional if/then workflow to compare ‘time in current stage’ with a target for each stage and flag another custom field called ‘late in stage’ which can then be used as a focus for follow up
Thank you for your effort, I hope the message board finds it helpful. Lets hope Hubspots makes our life easer and just fixes this simple problem. That so many would like to use.
Richard
I would prefer properties rather than measures that are only accesible through reports personally. But I understand that stages can change and that may be difficult to do.
I don’t even work with deals that much, but since I am the most experienced Hubspot user at my company many colleagues come to me asking for help with reports, and it’s been a headache trying to figure out this specific thing. I hope Hubspot gets working on this because it is really is a key metric.
has this been resolved yet, or has a reasonable work around been suggested. this is more important than many of the existing features and reallt should be prioritised…
Would be a really useful tool. We (and I guess many) companies have processes where pricing is valid for a period of time.
From the point that a deal becomes a real opportunity (for us it is a site visit) our pricing might be valid for 30 days. We store the ‘Target Contract Date’ and from that point on, having a field that calcuated the current date vs the future date and the days between would allow us to trigger emails to let the customer know that the contracting date is approaching, and to communicate things that need to be finalized.
The only workaround that I can think of would be to have a custom field in Hubspot that we would need to build something to automatically update it to todays date every day which seems like a really easy thing to build in.
Hello i create a report to visualize in Deals section, the days by stage for each oportunity in the pipeline, but it doesn´t show the days in the current stage. Please support creating this option. Thanks.